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Nasdaq
NDAQ

Overview Fund Activity

758 hedge funds and large institutions have $30.3B invested in Nasdaq in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 292 increasing their positions, 239 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
+40
Holders Change %
+5.57%
% of All Funds
10.99%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.14%
New
111
Increased
292
Reduced
239
Closed
63
Calls
$46.8M
Puts
$39.6M
Net Calls
+$7.23M
Net Calls Change
+$15M

Top Buyers

1
TB
Thoma Bravo
Illinois
$5.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$675M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.04B
4
BlackRock
BlackRock
New York
$2.1B
5
FCM
Farallon Capital Management
California
$532M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$264M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.34B
3
Capital World Investors
Capital World Investors
California
$332M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$1.53M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$63M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCG
576
Fielder Capital Group
Tennessee
$256K +$1.7K +27 +0.7%
BBP
577
Banco BTG Pactual
Brazil
$252K – – –
BCM
578
Brookstone Capital Management
Illinois
$251K -$2.08K -33 -0.8%
FI
579
FWG Investments
Kentucky
$250K +$22.3K +354 +10%
LFAS
580
Level Four Advisory Services
Texas
$248K – – –
TAM
581
Trust Asset Management
Texas
$247K – – –
PA
582
Parallel Advisors
California
$245K +$7.76K +123 +3%
CI
583
Cigna Investments
Connecticut
$245K +$13K +205 +6%
NWA
584
New World Advisors
Massachusetts
$243K +$243K +3,850 New
OC
585
Oppenheimer & Co
New York
$243K -$207K -3,277 -46%
SPA
586
Sherbrooke Park Advisers
New York
$241K +$241K +3,824 New
FTIS
587
First Trust Investment Solutions
Florida
$240K -$69.4K -1,100 -22%
Lido Advisors
588
Lido Advisors
California
$240K +$240K +3,799 New
CIBC World Market
589
CIBC World Market
Ontario, Canada
$236K -$5.9M -93,654 -96%
MS
590
Maven Securities
Jersey
$235K +$235K +3,717 New
OAM
591
Oppenheimer Asset Management
New York
$229K -$45.2K -717 -16%
ECM
592
Evergreen Capital Management
Washington
$229K -$209K -3,315 -48%
CF
593
Centaurus Financial
California
$228K -$23.7K -375 -9%
PWP
594
Private Wealth Partners
California
$227K +$227K +3,600 New
LNC
595
Lincoln National Corp
Pennsylvania
$227K +$757 +12 +0.3%
SW
596
SVB Wealth
Massachusetts
$226K -$22.8K -362 -9%
EFG
597
Everhart Financial Group
Ohio
$225K +$225K +3,570 New
CFG
598
Cooper Financial Group
California
$223K – – –
CAM
599
Cubic Asset Management
Massachusetts
$222K – – –
SA
600
SpiderRock Advisors
Delaware
$221K +$221K +3,669 New
22 23
24
25 26